QuickBooks Online + Spiro
Create Spiro custom entity records for new QuickBooks Online invoices
Effortlessly manage your invoicing and sales records with this QuickBooks Online and Spiro integration. Whenever a new invoice is created in QuickBooks Online, this workflow will automatically create a record for an independent custom entity in Spiro, ensuring that your financial and customer data stays organized and up-to-date. No more manual data entry, saving you time and reducing the risk of error.
Effortlessly manage your invoicing and sales records with this QuickBooks Online and Spiro integration. Whenever a new invoice is created in QuickBooks Online, this workflow will automatically create a record for an independent custom entity in Spiro, ensuring that your financial and customer data stays organized and up-to-date. No more manual data entry, saving you time and reducing the risk of error.
- When this happens...
New InvoiceTriggered when you add a new invoice.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Record for Independent Custom EntityCreates a new list entity record.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spiro Users
Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Company IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message
Link
Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Full Name
Email
Phone
Mobile Phone
Title
Description
Owner
Campaigns
External Id
Company Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Opportunity Name
Sales Stage
Amount
Close Date
Description
Priority
Spiro User
External Id
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Reminder
Reminder Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Description
Priority
Status
Spiro User
Contact ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Contact Email
Interaction type
Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSpiro Users
Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Name
Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity NameRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity IDRequired
Relations to Clone
Name
Sales Stage
Amount
Close Date
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Spiro User
SubjectRequired
Contact ID
Ticket ID
EmailRequired
TypeRequired
Custom Activity Type
Disposition
Interaction Date
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Company Name
Company Address
Company City
Company State
Company Country
Company Zipcode
Company Region
Website
Description
Opportunity Name
Amount
Phone
Mobile Phone
Title
Sales Stage Name
Close Date
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
EmailRequired
Contact Id
Spiro User
Remind Me
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Opportunity IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company Name
Website
Address
City
State
Zipcode
Region
Country
Phone
Description
Owner
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Header Notes
Footer Notes
Expiration Date
Spiro User
Company ID
Primary Contact ID
Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Entity (Section)Required
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
First Name
Last Name
Title
Phone
Country
Currency
Email Client
Role
Manager
Group
Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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AccountingAbout Spiro
Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.
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